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Summit Financial’s Blackrock BLK Stock Holding History

Summit Financial’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.12M Sell
4,284
-874
-17% -$920K 0.05% 363
2025
Q4 		$5.52M Sell
5,158
-85
-2% -$92.9K 0.08% 236
2025
Q3 		$6.11M Buy
5,243
+167
+3% +$187K 0.09% 212
2025
Q2 		$5.33M Sell
5,076
-131
-3% -$124K 0.12% 152
2025
Q1 		$4.93M Sell
5,207
-6
-0.1% -$5.88K 0.14% 140
2024
Q4 		$5.34M Buy
5,213
+384
+8% +$390K 0.19% 103
2024
Q3 		$4.59M Sell
4,829
-17
-0.4% -$14.7K 0.18% 99
2024
Q2 		$3.82M Buy
4,846
+1,976
+69% +$1.54M 0.17% 93
2024
Q1 		$2.39M Buy
2,870
+107
+4% +$86K 0.14% 93
2023
Q4 		$2.24M Sell
2,763
-1
-0% -$698 0.15% 95
2023
Q3 		$1.79M Sell
2,764
-224
-7% -$156K 0.13% 107
2023
Q2 		$2.06M Buy
2,988
+894
+43% +$599K 0.15% 88
2023
Q1 		$1.4M Buy
2,094
+258
+14% +$182K 0.12% 85
2022
Q4 		$1.3M Sell
1,836
-91
-5% -$60.8K 0.12% 88
2022
Q3 		$1.06M Buy
1,927
+320
+20% +$209K 0.1% 103
2022
Q2 		$979K Sell
1,607
-95
-6% -$61.9K 0.09% 99
2022
Q1 		$1.3M Buy
1,702
+222
+15% +$173K 0.1% 96
2021
Q4 		$1.35M Buy
1,480
+579
+64% +$528K 0.1% 87
2021
Q3 		$756K Buy
901
+580
+181% +$520K 0.06% 101
2021
Q2 		$281K Buy
+321
New +$271K 0.03% 137

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's BLK Position: Q1 2026 in Review

Summit Financial reduced its Blackrock (BLK) stake by 17% in Q1 2026, selling an estimated $920K and leaving 4,284 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #363.

Summit Financial first reported a position in BLK in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.11M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Summit Financial held 4,284 shares of Blackrock worth $4.12M as of Q1 2026.
  • Summit Financial sold 874 Blackrock shares in Q1 2026, an estimated $920K.
  • Blackrock made up 0.05% of Summit Financial's portfolio in Q1 2026, its #363 holding.
  • Summit Financial first reported a position in Blackrock in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Blackrock position peaked at $6.11M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.